Mason & Associates, LLC
All 13F Filings
- Location
- Newport News, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 439,820
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 39 | 439,820 | 13F-HR | Mason & Associates, LLC |
| Q3 2025 | 11/4/2025 | 41 | 398,253 | 13F-HR | Mason & Associates, LLC |
| Q2 2025 | 7/30/2025 | 41 | 398,248 | 13F-HR | Mason & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.65 K | 19.0% | 8.941 K | 0 | 8.941 K |
| ETFs | 224.4 K | 51.0% | 13.47 K | 0 | 13.47 K |
| Other | 131.8 K | 30.0% | 19.15 K | 0 | 19.15 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
439,820
Holdings
39
QoQ value change ($000)
41,567
(10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.